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Pitney Bowes

Name Holding Trade Value Shares
Change
Change in
Stake
Allworth Financial
226
Allworth Financial
California
$5K +$9 +1 +0.2%
WIM
227
Westside Investment Management
California
$4.46K -$603K -70,275 -11%
CA
228
Centerpoint Advisors
Massachusetts
$4K – – –
Jones Financial Companies
229
Jones Financial Companies
Missouri
$4K – – –
PFBT
230
Parkside Financial Bank & Trust
Missouri
$4K – – –
Smithfield Trust
231
Smithfield Trust
Pennsylvania
$4K – – –
EI
232
Ellevest Inc
New York
$3K – – –
JCM
233
Jacobi Capital Management
Pennsylvania
$3K – – –
PCA
234
Providence Capital Advisors
North Carolina
$3K – – –
FA
235
Financial Avengers
California
$3K +$17 +2 +0.6%
MWM
236
Mascoma Wealth Management
New Hampshire
$3K +$3.56K +415 New
AIC
237
Ameritas Investment Company
Nebraska
$2.44K +$2.54K +296 New
MAM
238
McCarthy Asset Management
California
$2K -$857 -100 -33%
AF
239
Advisornet Financial
Minnesota
$2K -$429 -50 -19%
CIAS
240
CBIZ Investment Advisory Services
Ohio
$2K – – –
Quadrant Capital Group
241
Quadrant Capital Group
Ohio
$2K – – –
Fidelity International
242
Fidelity International
Bermuda
$1K – – –
Global Retirement Partners
243
Global Retirement Partners
California
$1K – – –
Montag & Associates
244
Montag & Associates
Georgia
$1K – – –
TFA
245
Toth Financial Advisory
Virginia
$1K – – –
PMFA
246
Plante Moran Financial Advisors
Michigan
$1K +$857 +100 New
LSV Asset Management
247
LSV Asset Management
Illinois
– -$15.1M -2,459,203 Closed
CM
248
Capital Management
Virginia
– -$13.8M -2,239,675 Closed
CCP
249
Clifford Capital Partners
Utah
– -$8.38M -1,360,048 Closed
Voloridge Investment Management
250
Voloridge Investment Management
Florida
– -$2.99M -485,672 Closed